Using Email Flags
Email flags let you organize, track, and follow up on messages sent to you in the portal. Here’s how to make the most of them!
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Author Archives: Jenny Wan
Assigning Data Restrictions
Control what data your admin users have access to by assigning data restrictions. Here’s how to do it.
Marketing Support for Driving High Portal Use
The true value of a portal comes from how heavily it is used. The stronger the portal utilization, the stronger your business efficiencies, productivity, and marketability will be. As a result, beyond just providing web portals, Health Portal Solutions also …
Downloading Member Email Addresses
Want to send email campaigns to your members? Here’s how to download member email addresses from your portal.
Enrollment Change Log
When you’re reviewing enrollment change submissions, it’s now easier for you to identify what changes were requested by the user. Find out how!
Assigning User Roles
Want to turn functionality on or off for different types of users? Here’s how you can manage that by assigning user roles.
Creating an Admin Login Account
Here’s a step-by-step view of how to create a login account for your staff and other types of admin users.
Creating Group Administrator Login Accounts
Learn how to create a portal account for Employers, Brokers, and other Group Administrators in this training.
Optimize Online Enrollment While Social Distancing
In the new age of social distancing, enrollment season will be much more virtualized compared to previous years. HPS’ Online Enrollment can help you manage the transition to virtual while also streamlining your benefit processes and keeping all parties healthier. …
Five Important Benefits of Privately-Branded Portals
Web portals are an extension of your company’s brand. The ease in which users access information, the attractiveness of your portal, and the consistency of its branding all contribute to the user’s perception of your company. Web portals are critical …
Four Uses for Live Chat You May Not Know About
Revised on June 8, 2023 Live Chat provides an easy and cost-effective way to engage with your users through your portal. Besides instant messaging in a secure environment, Live Chat has other capabilities that can improve the experience for your …
Creating a Member Login Account
Your web portal lets members create their own login account, but sometimes members need some help. Here’s how you can create a web portal account on behalf of a plan member.
Resetting a Member Password
Here’s how you can reset a member’s password for your portal.
Unlocking a Member Login Account
Has a member entered an incorrect password too many times and locked himself out of your portal? Here’s how to fix it!
Resolving Unapproved Member Accounts
If a member’s eligibility data has changed, his login account will be locked as a result. Here’s how to update his account so he can log back in.